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Blue-Collar Stock Tops Nvidia 5-Year Gains
💰#data-centers#stock-outperformance#ai-supply-chainFreshcollected in 2h

Blue-Collar Stock Tops Nvidia 5-Year Gains

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💰Read original on 钛媒体

💡Blue-collar stock beat Nvidia on 5yr returns via AI data centers—spot infra plays

⚡ 30-Second TL;DR

What changed

5-year returns exceed Nvidia's performance

Why it matters

Shows AI data center growth rippling to supply chain firms, offering diversification for AI infrastructure investors.

What to do next

Screen data center construction suppliers via stock screeners for AI-driven revenue growth.

Who should care:Founders & Product Leaders

🧠 Deep Insight

Web-grounded analysis with 9 cited sources.

🔑 Key Takeaways

  • •Akamai Technologies (AKAM), a 'safety hat' (blue-collar infrastructure) stock in content delivery networks (CDN), security, and edge computing, has shown a U-shaped 5-year recovery from 2021-2026, rebounding on security and cloud growth amid AI data center expansion, potentially outperforming Nvidia in total returns during market rotations from growth to value stocks[1].
  • •Akamai is building 41 new data centers and acquiring NVIDIA Blackwell GPUs, with CAPEX at 19-24% of revenue, directly profiting from AI infrastructure boom similar to the unnamed stock's data center operations[1].
  • •Value-oriented investments like iShares MSCI USA Value Factor ETF (VLUE) have tripled S&P 500 returns through February 2026, driven by undervalued tech stocks in semiconductors and infrastructure benefiting from AI without Nvidia's premium valuations[2].
📊 Competitor Analysis▸ Show
Company/ETF5-Year Performance ContextAI Infrastructure RoleMarket Cap/Valuation (2026)
Akamai (AKAM)U-shaped recovery (2021-2026), doubled from 2016 levelsEdge computing, 41 new data centers, NVIDIA Blackwell GPUs$15.6B, ~$113.50/share [1]
Nvidia (implied benchmark)High growth but trailed by value rotationsGPU dominance (>90% AI servers)Not specified [6]
VLUE ETFTripled S&P 500 in rotations, 38.25% 1-year to Feb 2026Value tech like Micron, IntelTech-heavy value focus [2]

🛠️ Technical Deep Dive

Akamai's edge AI initiative includes 'Inference at the Edge,' leveraging 41 new data centers with NVIDIA Blackwell GPUs for AI cloud computing; CAPEX 19-24% of $4.13-4.21B 2025 revenue; non-GAAP operating margins 28-30%; supports high-performance computing via security and compute segments[1]. AI servers use Hopper architecture GPUs (H100/H200), with InfiniBand networking; global market $235.7B in 2024, 46% unit growth[6].

🔮 Future ImplicationsAI analysis grounded in cited sources

The outperformance of blue-collar AI infrastructure stocks like Akamai signals a broadening AI value chain beyond Magnificent Seven, with rotations to value amid high CAPEX for data centers and GPUs; sustained demand could drive further gains in edge computing and security as hyperscalers expand, though dependent on power supply and geopolitical stability[1][2][4].

⏳ Timeline

2021
Akamai stock begins 5-year period amid pandemic internet surge peak
2022-2023
Akamai bottoms out due to CDN decline concerns
2024
Global AI server market reaches $235.7B, Nvidia >90% GPU share, 46% growth
2025
Akamai reports $4.13-4.21B revenue, launches Inference at the Edge, increases CAPEX for 41 data centers and Blackwell GPUs; late-year stock rebound
2026-02
Akamai stock at $113.50; value ETFs like VLUE triple S&P returns through mid-Feb

📎 Sources (9)

Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.

  1. markets.financialcontent.com
  2. aol.com
  3. ca.investing.com
  4. blackrock.com
  5. aol.com
  6. tadviser.com
  7. mordorintelligence.com
  8. dividendchannel.com
  9. barchart.com

Unnamed blue-collar stock outperformed Nvidia over past 5 years. It retains significant upside potential. 'Safety hat' operations, including data centers, profit from AI boom.

Key Points

  • 1.5-year returns exceed Nvidia's performance
  • 2.Continued upside potential highlighted
  • 3.Safety hat business boosted by AI data centers
  • 4.Benefits from AI infrastructure expansion

Impact Analysis

Shows AI data center growth rippling to supply chain firms, offering diversification for AI infrastructure investors.

#data-centers#stock-outperformance#ai-supply-chainsafety-hat-business
💰Read original article on 钛媒体
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